SimpleTalk GHL/CRM FAQ

Question: Do you only integrate into GHL?
Answer: We can integrate into any CRM that allows you to send and receive webhooks.

Question: Difference between SimpleTalk GHL subaccount vs. Personal GHL?
Answer:

Question: Can we use a CRM other than GHL?
Answer: Yes, SimpleTalk can integrate with any CRM that allows you to utilize our API and webhooks, and you can initiate calls. However, please note that our base functionality is built around GHL, so you can initiate calls with the webhook just fine, but currently, you won’t have any interaction back into your CRM. Features like the call recording and call transcript populating for contacts will not be present.

Question: What tags do you guys add after calls?
Answer: Answered, DNA, DNC, Inbound

Question: Should I create a new tag for each workflow, or can I use the same tag to initiate the calls?
Answer: You should create a new tag to initiate the calls for every workflow in GHL. Utilizing the same tag to initiate calls in different workflows will cause errors.

Question: If we want to run this on our agency, can we use the agency client ID for that? No need to have a subaccount?
Answer: Each subaccount in GHL needs their own Client ID.

Question: How do I delete a customer in SimpleTalk Dashboard? And also how do I remove credit from their existing usage back to the pool?
Answer: To initiate the removal process of the customer, kindly provide us with the client ID associated with the account. Once we receive the client ID, we will proceed with removing the customer, as well as the associated credit, which can be credited back to your account. While the client ID will still be visible in the dashboard, rest assured that all related data will be thoroughly removed.

Question: How would I sell a client with their own GHL agency account in my SimpleTalk?
Answer: You have to white label to bring on other agencies.

Question: Does the AI learn on each call or does it start over?
Answer: It starts over every call. To clarify, it does learn during the call, but it doesn't store that information and use it during the next conversation. So if you tell the AI your name, it will remember your name during the conversation, but it won't know it if you hang up and call back 5 minutes later.

Question: I'm still not sure if my GoHighLevel account is an Agency level (I don't think it is). If I find out it's not, do I need to get a separate GHL (Agency) account or do you know if there's some way to upgrade the account I already have? Sorry, I'm really new to GHL. I'm also waiting on a call back from GHL to get help with this so I can get your Snapshot running, but thought it wouldn't hurt to ask here.
Answer: If you purchased a brand new account, you should have agency access. You will be able to switch to agency view in GHL. Do you remember providing admin access to support@simpletalk.ai? I can also provide instructions on how to upload the snapshot.

Question: Where do I go to build my agent?
Answer: In GHL, your agent is essentially a custom value. You can create your script using the prompt creation template, then you can upload it.

Question: How should I initiate my campaign?
Answer: We recommend adding your contacts for your campaign to a smart list in GHL. The smart list will allow you to easily filter out those contacts for tracking purposes. We recommend testing the workflow by calling yourself first to ensure it dials as expected and the script and initial message are correct. We recommend initiating your campaign in batches. If you plan to make 5000 dials, we recommend making 500-1000 at a time to listen to recordings and transcripts ensuring the expected results. We recommend purchasing a new number for your campaign every 500-1000 calls and updating that number in the webhooks. Ensure there is a drip on your campaign. We recommend at a minimum 1 call every 2 seconds. This is 30 calls per minute. This allows you to catch any errors and make changes.

Question: I made a mistake in my campaign, how do I stop the campaign?
Answer: You can stop the campaign by pausing the step in the workflow, removing contacts from that step of the workflow, or removing that step of the workflow.

Question: Can I edit my campaign while it's in progress?
Answer: Yes, you can update any part of the workflow while it is in progress. This will affect any of the calls that haven’t been made yet.

Question: I was trying to test the bot with the revised scripting and when I call, it says the GHL API key is invalid. Please advise.
Answer: (The GHL key that was entered in the system for him was wrong.) We appreciate your patience. The issue has been resolved, and we have conducted tests to ensure that calls are now being launched successfully. Kindly verify this on your end as well.